New Client Services and Seminars
Kaitlin received her Bachelor of Science in financial planning and her Master of Science in sport management from the University of Alabama.
She has been an important member of the New Client Services and Seminars team at Cain Watters and Associates since 2011. Kaitlin is responsible for bringing new clients into the firm as well as coordinating and directing the semi-annual Practice Transition Seminars. She is also an investment advisor representative.
Kaitlin has a hand in coordinating all of CWA’s speaking engagements and exhibits across the country. She takes time to get to know potential clients and their story, to see how CWA can help them reach all their professional and personal financial goals.
“I am able to meet with doctors, who are all in different facets of life, to discuss starting a new journey. It’s very rewarding getting to know them and their situation and seeing what resources are here to help them find solutions.”
Kaitlin is a die-hard Alabama Crimson Tide fan and was an all-American gymnast at Alabama. She is married to Ryan with three sons, Reid, Eli and Brock, and a daughter, Tatum.